
Ana María Jaramillo Giraldo
Assistant Manager | Orchestrating Success

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About me
Account executive | Customer Retention Specialist | CSM | enthusiast for data management
Education

Infolaft
2024 - 2034Oficial de Cumplimiento SAGRILAFT Compliance
Google
2024 - 2024Analista de datos Data Processing
UIAF Colombia
2024 - 2024Sistema Antilavado de Activos, contra el ALA/CFT/CFP Sistema Antilavado de Activos, contra el ALA/CFT/CFP
Escuela de Administración y Mercadotecnia del Quindio - EAM
2009 - 2012Profesional en Administración de Empresas
Politécnico Grancolombiano
2016 - 2017Diplomado de idoneidad profesional para la intermediación de seguros Insurance
Universidad Escuela de Administración y Finanzas y Tecnologías
2015 - 2016Especialista en Finanzas Finanzas, general.webp)
Universidad del Valle (CO)
2006 - 2007
UCAM Universidad Católica San Antonio de Murcia
2022 - 2023Máster en Seguros y Risk Management Insurance
ACTER
2021 - 2021Acreditación de idoneidad profesional en la intermediación de seguros - circular 050 Insurance
Experience

Difresh
Oct 2008 - Oct 2009Assistant Manager | Orchestrating SuccessAs an Assistant Manager, my mission is to support executive leadership and ensure seamless operations. My experience includes:Key Achievements:- Efficient Control: Managed the flow of fax and correspondence, ensuring information reached the right hands.- Strategic Inventory Management: Maintained precise inventory levels, optimizing resources and minimizing losses.- Agenda Organization: Assisted in organizing the General Manager’s agenda, ensuring productive and timely meetings.- Sales Reports: Generated detailed reports to inform decision-making.- Organized Files: Maintained orderly company documents, facilitating retrieval.- Effective Communication: Coordinated internal messaging and professionally assisted clients.- Asset Management: Conducted fixed asset inventories, ensuring accurate records.- Written Communication: Crafted memos and letters with precision and clarity.Key Skills:- Organization: My focus is on efficiency and structure.- Effective Communication: I convey information clearly and concisely.- Empathy: I interact with clients kindly and attentively.- Data Analysis: I evaluate information to make informed decisions.- Collaboration: I work as part of a team to achieve common goals. Show less

La Occidental Ltda
Oct 2012 - May 2013Customer Service and Marketing Assistant | Creating Memorable ExperiencesAs a Customer Service and Marketing Assistant, my passion lies in forging meaningful connections with our clients and contributing to the success of our marketing strategies. Here’s what I bring to the table:- Personalized Experiences: I take care of every client interaction, exceeding expectations and building strong relationships.- Impactful Communication: Whether through calls, emails, or social media, I convey information clearly and concisely.- Strategic Analysis: I evaluate key data to make informed decisions and optimize our campaigns.- Marketing Creativity: I design engaging content for our social media and website.- Event Management: I assist in organizing events and product launches.- Rigorous Follow-Up: I keep precise track of deadlines and tasks.Highlighted Skills:- Empathy and Active Listening: I understand our clients’ needs and offer tailored solutions.- Creativity: I’m always seeking new ways to surprise and captivate our audience. - Effective Communication: I deliver our message memorably.- Collaboration: I work as part of a team with passion and energy.- Strategic Negotiation: I seek mutually beneficial agreements. Show less

FS Seguros - Fonseca Sanclemente
May 2013 - Feb 2016Administrative Assistant | FONANCIERA SAS and FONSECA SANCLEMENTE S.A.As an Administrative Assistant, I have played a strategic role within the insurance team at FONANCIERA SAS and FONSECA SANCLEMENTE S.A. My mission is to ensure operational excellence and customer satisfaction at all times.FONANCIERA SAS Responsibilities:- Financing Letters Preparation: I draft financing letters and dispatch the document package to clients, including promissory notes, instruction letters, revocation letters, and mandate forms.- Promissory Note Management: I handle the printing and organization of promissory notes, obtain necessary signatures, and ensure timely dispatch to clients.- Daily Cash Receipt Printing: I generate and print daily cash receipts.- Documentation Reporting: I provide reports on financing documentation, specifically promissory notes.- Accounting Support: I attach relevant accounting documents to daily expenses.- Recording Financial Transactions: I register accounting entries for cash receipts, expenses, inter-account transfers, electronic payments, and more.- Reconciliation Verification: I compare bank statements with accounting records to ensure accuracy.- Physical Document Dispatch: I send accounting documents to the external firm Asesoría Empresarial.- General Archiving: I manage general filing and archiving.FONSECA SANCLEMENTE S.A. Responsibilities:- Portfolio Management: I handle general portfolio management tasks.- Administrative Department Archiving: I organize and maintain administrative department files.- Minutes of Meetings: I print minutes of assembly and board meetings.SARLAFT (Anti-Money Laundering and Terrorism Financing System) Responsibilities:- SARLAFT Submission: I send SARLAFT reports to insurers.- Digitalization: I digitize SARLAFT documents using software.Commercial Responsibilities:- Product Launch and Marketing: I launch and market the LARES capitalization product for condominiums.- Other Administrative Support: I assist with additional tasks assigned by the Administrative Director. Show less

Willis Towers Watson
Feb 2016 - Apr 2023Account and Sales Executive | ComfandiAs an Account and Sales Executive, I have played a strategic role within Comfandi’s Family Compensation Fund insurance team. My mission is to ensure operational excellence and customer satisfaction at all times.Key Responsibilities:- Portfolio Management: I review and manage accounts for insurance companies, ensuring efficient and accurate processes.- Operational Support: I perform data maintenance and entry in the SAP platform, safeguarding data integrity.- Reconciliation and Regulatory Compliance: I assist in the transition to NIFF accounts and monitor policy expiration for our clients.- Claims Tracking: I rigorously monitor the status of claims, ensuring timely responses.- Collaboration and Growth: I work closely with Comfandi’s insurance analyst and provide external account support as needed.Highlighted Skills:- Customer Service: My focus is on exceeding expectations and building strong relationships.- Financial Analysis: I evaluate financial data to make informed decisions.- Effective Communication: I convey information clearly and concisely.- Social Skills: I interact with empathy and professionalism.- Negotiation and Growth: I seek opportunities to expand our portfolio and strengthen our market position. Show less

Viappiani Printing S.R.L
Apr 2023 - Feb 2024Account and Sales Executive | Commercial Relations SpecialistAs an Account and Sales Executive, my focus is on cultivating strong client relationships and maximizing value for the company. My track record includes:Key Responsibilities:- Personalized Attention: I provide exceptional service, addressing client needs and ensuring continuous satisfaction.- Market Expansion: I identify growth opportunities and expand our presence in new segments.- Rigorous Tracking: I maintain precise control over the client portfolio, ensuring seamless operations.- Request Management: Efficient processing of inclusion and cross-selling requests.Highlighted Skills:- Customer Service: My passion lies in exceeding expectations and building lasting relationships.- Financial Analysis: I evaluate key data to make informed decisions.- Effective Communication: I convey information clearly and concisely.- Social Skills: I interact with empathy and professionalism.- Strategic Negotiation: I seek mutually beneficial agreements. Show less

Facunda Artesanal
Feb 2024 - nowCEO
Licenses & Certifications
- View certificate

Fundamentos de big data
LinkedInFeb 2024 - View certificate

Fundamentos de la gestión de proyectos
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Aprende big data: Análisis de datos
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Fundamentos esenciales del marketing digital
LinkedInFeb 2024 - View certificate

Time Management: Working from Home
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Salesforce esencial
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Marketing online: Creación de un plan integral
LinkedInFeb 2024 - View certificate

Fundamentos de big data: Técnicas y conceptos
LinkedInFeb 2024 - View certificate

Mindsets and Strategies for Negotiation Success
LinkedInFeb 2024 - View certificate

LinkedIn para la búsqueda de empleo
LinkedInFeb 2024
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